Filed September 3, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,671 | $67,606+65.2% | $82,313+35.7% | $70,131+59.2% |
| Participation rate | 84.5% | 72.8%+11.8pp | 76.9%+7.6pp | 69.5%+15.0pp |
| Annual return | 30.65% | 21.57%+9.1pp | 25.88%+4.8pp | 73.14%-42.5pp |
| Employer contribution / active EE | $6,296 | $1,755+258.8% | $2,428+159.3% | $2,342+168.8% |
| Participant deferral / active EE | $14,338 | $2,987+380.0% | $3,706+286.9% | $3,332+330.4% |
| Admin fee / account holder | $5,320 | $4,512+17.9% | $5,608-5.1% | $4,645+14.5% |